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how do I update membership?

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9 years 9 months ago #53537 by Lyn
I have been looking through the site and can't find where I can update the membership role.
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9 years 9 months ago #53540 by Brian
Replied by Brian on topic how do I update membership?
1) Please post your club number in every post.

2) Are you talking about being a club executive or not? Then please read the documentation on this site
support.toastmastersclubs.org/doc/item/membership-management
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9 years 9 months ago #53546 by S Ham
Replied by S Ham on topic how do I update membership?
Hi, just updated our way outdated membership list. To DELETE, just click on the check boxes and there's a pull-down menu above the list of names for deleting. You can see all the names before deleting. I did a few at a time.

I didn't create a new "group" of old members or prospects because I didn't know who anyone was. The list was more than 2 years old.

For updating officers roles, you just use the pull-down menu next to their email address. You can pick more than one. For example, we had one person be VP Membership and VP Education.

I wasn't on the list so it took me a few tries to figure out there's a really small line at the top of the list for NEW people. Type your name, email and just click on SAVE button at the bottom. Once you SAVE, you will see the name and now you can use the pull down menu to assign an officer position.

It's tedious, I worked from a roster I keep as a text (Notepad) file for emailing our small membership. So it was copying and pasting.

We will not be using our website for communicating to members, but I wanted to set everything up "just in case".

Hope that helps!
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9 years 9 months ago #53547 by Brian
Replied by Brian on topic how do I update membership?
You didn't read everything on membership there are ways to add an entire club.

support.toastmastersclubs.org/doc/item/membership-management

Scroll down to quick add
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9 years 9 months ago #53548 by SteveTheTechie
If you had the information in a Notepad file, you could probably have done *one* copy and paste into the Quick Add tab to add everyone at once.

Quick Add is intended for "bulk adds".

The single NEW lines are for occasional adds of one or two people.

This is all explained in our online docs.

As far as...

We will not be using our website for communicating to members, but I wanted to set everything up "just in case".

It is certainly your prerogative to increase your labor by not getting familiar with the features provided by FreeToastHost. ;)

In a nutshell... please review our online docs as Brian is pointing out.
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9 years 9 months ago #53549 by S Ham
Replied by S Ham on topic how do I update membership?
I appreciate everyone helping out. Quite frankly, there's just TOO MUCH information to go through as a volunteer. Only had to add 7 names. But yes, saw the quick add feature. I saw no one answered and wanted to at least add specifics in case they were still lost, instead of "go here and read" (grin).
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